$14.7M Total AUM
$14.7M Disc. AUM
-- 3Y CAGR
2 Employees
59 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex timberVertex quantum +more
- Established Date
- 10-02-2020
- Office Locations
- 2
Office Locations
201 Wilson Blvd Suite 300 Arlington VA
829 Emerson ST Palo Alto CA
About Radiant Wealth Planning
Radiant Wealth Planning, LLC is a fiduciary RIA serving successful, busy professionals and entrepreneurs with comprehensive wealth planning, including financial planning, investment management, and tax planning. The firm builds personalized portfolios with a strong ETF emphasis and custodies with Charles Schwab & Co., combining technology with tailored guidance.
Team overview
42 AVG AGE
$7.3M AVG AUM / ADVISOR
$248.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Delta
Client Personas
Foundation quantum Matrix
Custodian
Element vertex Oak beacon Crest Capital
Investment Themes
Crest Atlas Wave
Investment Vehicles
Pathway glacier
Services
Vertex unison Element Signal North matrix Ember Delta Zenith North Element Ridge Legacy
Technology
Eagle Ember Momentum pathway
Owner & Executives
Randa Hoffman
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #6924690
- Ownership
- 75% or more
(470) 819-3446
optima.glacier@legacycapital.com
in linkedin.com/in/frontier-capital
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTINA MARIE GAMACHE
--
- CRD
- #4934184
(314) 845-7699
bridge.crest@deltacapital.com
in linkedin.com/in/bridge-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,672,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,672,941 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,672,941
Equity - Exchange:
39.6% Cash:
20.2% Public Funds:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $852,360,367 | 39.6% |
| Cash | $434,789,884 | 20.2% |
| Public Funds | $865,274,917 | 40.2% |
| Total | $2,152,425,168 | 100.0% |